monday.com (MNDY) Stock Concentration Calculator
Calculator · free · no signup · MNDYQuantify monday.com concentration risk. Drawdown impact at 30 / 50 / 70%, with the tax-aware trade-off between selling down and hedging.
Beta · invite-only · AlphaLatitude Inc. · Free Tools
Your inputs
Adjust — results update instantly.Position & portfolio
Tax
Most fee-only advisors target ≤10% in any single name. You're at 67%.
Estimates only. Not financial advice.
Most sensitive to: Expected market return (±10% on this input swings best-plan wealth by ±$190,508).
Cost of fully de-concentrating
All three plans sell to 0% (no hedge).Sensitivity. If your expected position return drops below 19.6%/yr, lump-sum (sell everything today) beats every spread plan above.
Build your own plan
Toggle below — chart updates live. Sell buttons show the slice.Tech / Software single names hit a 50%+ peak-to-trough drawdown in roughly 1 of every 5 rolling 3-year windows over 2014–2024. Even mega-caps aren’t exempt.
Tax brackets: 2026 · Estimates only — not financial advice.
Estate note. Heirs receive a stepped-up basis at death (§1014), eliminating built-in gain on inherited shares. Older holders who plan to bequeath rather than sell may rationally never de-concentrate.
You sized one position's risk. The beta integrates hedging, sell-down, and tax timing into one optimized plan.
Request beta access →About monday.com
monday.com (MNDY) is a public Cloud/SaaS company, incorporated in L3 and headquartered in Tel Aviv-yafo, L3. IPO'd Jun 10, 2021.
Last close: $77.26 per share (as of 2026-06-16).
HQ Israel; US-listed.
Equity grants at monday.com typically include incentive stock options (ISOs), non-qualified stock options (NSOs), and restricted stock units (RSUs).
Monday.com Ltd. is a global software company that develops a browser-based AI platform for managing work processes. The platform was launched in 2014 and relaunched in July 2019, the company raised $150 million, based on a $1.9 billion valuation. The company went public in June 2021 and is based in Tel Aviv, Israel.
Source: Wikipedia (CC BY-SA 4.0)
Roy Mann and Eran Zinman started the project in 2012 inside Wix, where it ran as an internal coordination tool before spinning out as a standalone startup. The product launched commercially in 2014 under the name dapulse, then rebranded to monday.com in 2017. Headquartered in Tel Aviv, the company sells a work operating system that lets teams build customizable workflow boards across projects, sales, and operations. Shares listed on NASDAQ under MNDY on June 10, 2021, priced at $155, with paying customers across 200+ countries.
Sources: en.wikipedia.org · monday.com
Equity comp at monday.com
- RSUs use single-trigger vesting: shares become yours as each portion vests on schedule, and the value is taxed as ordinary income at that point. No IPO or acquisition is required.
Researched 2026-05-07.
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by monday.com.
If a meaningful share of your net worth sits in MNDY, concentration risk is the question. This calculator quantifies drawdown impact at 30 / 50 / 70%, and the trade-off between selling down (tax cost now) versus hedging (option premium drag), auto-filled with MNDY's option-implied volatility.
Example: 5,000 MNDY shares at $77.26 is a $386,300 position. A 30% drawdown costs $115,890; a 50% drawdown costs $193,150; a 70% drawdown costs $270,410. The calculator quantifies the trade-off between selling down (immediate capital-gains tax) and hedging (option premium drag) using MNDY's option-implied volatility and your cost basis.
All monday.com tools → · Use the generic Stock Concentration Calculator for any company.
monday.com equity questions
- How much MNDY stock is too much?
- There is no single threshold, but the larger the share of your net worth in one stock, the more a single bad year can set back your plans. The calculator above quantifies the drawdown impact at 30, 50, and 70 percent for your MNDY position and weighs selling down (which triggers capital-gains tax now) against hedging (which costs option premium).
- Does monday.com grant ISOs, NSOs, or RSUs?
- Equity compensation at monday.com typically takes the form of incentive stock options (ISOs), non-qualified stock options (NSOs), and restricted stock units (RSUs). Incentive stock options can trigger the alternative minimum tax (AMT) when you exercise. Restricted stock units are taxed as ordinary income when they vest.
- Do monday.com RSUs use double-trigger vesting?
- No. monday.com restricted stock units (RSUs) use single-trigger vesting: each tranche becomes yours as it vests on schedule, taxed as ordinary income at that point, with no liquidity event required.
One piece of the puzzle.
OptionsAhoy plans your monday.com equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.